Our Services

Our firm offers a wide range of tax, accounting and information technology consulting services to our individual and business clients. Our clients benefit from our personalized, quality service that is invaluable in today’s environment. Click on a service to learn more.

Please feel free to inquire regarding a service if you do not see it listed.

  • Tax & Accounting >

    Reviewed and Compiled Financial Statements, Bookkeeping/Write-Up, Cash Flow & Budgeting Analysis, Forensic Accounting, Compliance Reporting for Sales and Payroll Taxes, Income Tax Planning & Preparation

  • Business Services >

    Business Structure Selection, Business & Personal Financial Planning, Business Succession Planning, Business Valuations, Buying, Selling, or Exchanging Business Assets, Compiled Financial Forecasts & Projections, Payroll Services and Back-Office Solutions

  • Information technology & Computer Consulting >

    Accounting Software Selection & Implementation, Computer Consulting, Network Design and Implementation, Internet Service Provider Consultation, Data and System Security Design, Implementation & Testing, Paperless Office Design & Implementation, Diagnostic & Repair

  • Representation & Litigation >

    Expert Witness Services, IRS Representation, Litigation Support Including Marital Dissolution

  • Estate Planning, Retirement Planning & Gift Tax Planning >

    Estate Planning Including Second Generation Issues, Gift Tax Strategies and Compliance, Trust Return Preparation

  • Franchisee Services >

    Tax planning and accounting services for local and national franchised businesses

  • McDonald’s® Franchisee Services >

    We offer a wide range of services for McDonald’s® franchisees.